LFIA
CVX icon

Legacy Financial Independent Advisors’s Chevron CVX Stock Holding History

Legacy Financial Independent Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.46M Sell
14,850
-356
-2% -$66.3K 1.16% 32
2026
Q1 		$3.15M Buy
+15,206
New +$2.77M 1.64% 24

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Financial Independent Advisors's CVX Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Chevron (CVX) stake by 2.3% in Q2 2026, selling an estimated $66.3K and leaving 14,850 shares worth $2.46M. The position accounts for 1.16% of the portfolio, ranked #32.

Legacy Financial Independent Advisors first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.15M in Q1 2026. 4,099 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Legacy Financial Independent Advisors held 14,850 shares of Chevron worth $2.46M as of Q2 2026.
  • Legacy Financial Independent Advisors sold 356 Chevron shares in Q2 2026, an estimated $66.3K.
  • Chevron made up 1.16% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #32 holding.
  • Legacy Financial Independent Advisors first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's Chevron position peaked at $3.15M in Q1 2026.
  • 4,099 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.